Spending Analysis Template | FORMULAS PRE-POPULATED | Excel Download

$9.00

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  • Digital download
  • Digital file type(s): 1 File

A very easy to follow spending analysis template! This template in excel is pre-populated with formulas calculate how much on average you are spending in multiple budget categories like groceries and eating out.
When you are new to budgeting it is really hard to come up with how much you need to allocate for each category. I highly recommend looking at your bank statements for 3-6 months and doing a spending analysis.

In this template there is a section at the stop as an EXAMPLE to show how to use the template. There is then 6 months worth of boxes for you to plug in your own numbers. For each expense list the account, date, description as well as what category it would fall into. The formulas are prepopulated to total each category, month as well as a box at the bottom that shows an AVERAGE for each category and month. The average will show you what you are typically spending in each category in a month so that you can use that to make your monthly budget.

Some questions that I commonly get are:
-How do I know how much to allocate for each category?
-How much should I be spending for groceries?
-How do I know if I am overspending?
-What am I really spending?
-Did I really spend that much money this month eating out?

Here is a video showing how to use this spreadsheet: https://youtu.be/VS1KdGr0PaU

This is an instant digital download. Upon purchase, Etsy will email you a download link. No physical items will be sent. I cannot offer refunds for digital products.

This template is for personal use only.

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Kelly

Kelly

Owner of FreedomInABudget

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165 shop reviews

5 out of 5 stars
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5 out of 5 stars

This tracker was exactly what I was looking for, to help me keep track of my spending. Love the set-up of the spreadsheet!! Smooth transaction!! Super easy download. Thank you,

sjaaaachiever Jun 15, 2021

5 out of 5 stars

Thought this would be a fun New Years' resolution. I like that the dollar amounts are in numerical order, I feel like I'll be better able to keep track of what amount to add into my piggy bank at the end of each week. This was my first time purchasing an instant download. It came immediately, no issues! Wish me luck with my savings, everybody! :)

melibee Jan 9, 2022

5 out of 5 stars

I am so excited to begin using this! Seems like such an easy way to reach my goals! The seller delivers an amazing product and sent links to explain how to use her products and also how to download/print them. I didn't need the instructions, but I think it's great that she went above and beyond to make sure all customers have this information. She even emailed to make sure I was able to get/use the product. Will be following this shop for more!

Holly Sep 14, 2022

5 out of 5 stars

this is good way to challenge yourself to save money and you can challenge others also ! best of luck

Cat watson May 12, 2021

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